Signals

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☆DFUS

45 in-universe funds with a nonzero position in DFUS within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#32
Score / z0.501 / 3.36
Consensus17.60 over 31 funds
Momentumno 12m return

Price & positioning

251 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
–
Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Focus Partners Wealth CIK 0001542153 0.901 2759 506.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 97.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 94.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 88.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 57.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 45.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 38.4 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 27.1 27.8% 1 +27.8 pp +27.8 pp +27.8 pp +27.8 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 21.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 6.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 6.6 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 6.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 4.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 4.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆CLG LLC CIK 0002059872 0.428 156 3.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 2.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 1.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 0.7 0.3% 2 -0.5 pp +0.3 pp +0.3 pp +0.3 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just DFUS). Qtrs Held counts distinct quarters this fund has actually held DFUS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFUS position size. Δ columns are the percentage-point change in DFUS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status